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Colossus (Invest Like the Best / Business Breakdowns)Podcast31 Jan 2024Source: joincolossus.comHost: Colossus

Samsung: Semiconductors over Smartphones - [Business Breakdowns, EP.147]

In plain words

This piece explains that Samsung is really a semiconductor giant in disguise—its profits come mostly from memory chips, not smartphones or TVs. The guest is bullish on Samsung, noting its low valuation (about 9x earnings) and its ability to invest during downturns, a key advantage. Three key holdings: Samsung Electronics (43% of DRAM market, phone business generates $10B free cash flow annually), SK Hynix (rival that led in high-bandwidth memory but Samsung will overtake by 2024), and Micron (another competitor with 23% market share).

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This episode of Business Breakdowns provides an in-depth analysis of Samsung, a technology conglomerate. Guest David Samra points out that Samsung ranks fifth globally in the Interbrand brand value ranking, behind Apple, Microsoft, Google, and Amazon. The core argument is that Samsung's profits come

~10 min full read · 7 sections
Deep Analysis

This Issue at a Glance

David Samra (Managing Partner, Artisan Partners International Value Team) points out that Samsung's profit core is not in the consumer-familiar end products like phones and TVs, but in the semiconductor components that power these devices—the semiconductor business contributes about 70% of profits, while the consumer business accounts for only 3%. Samsung is a tech giant accidentally created by vertical integration; its mobile phone business is a historical accident, but the scale effect, technological leadership, and financial conservatism of the semiconductor business constitute a true moat.


Theme 1: Profit Structure — The "Hidden" Semiconductor Giant Beneath a Consumer Brand

David Samra argues that the biggest misconception about Samsung is viewing it as a consumer electronics brand, when in fact its profits come primarily from semiconductor components.

  • Profit breakdown: In 2022, the memory business (DRAM and NAND, of which Samsung is the world's largest manufacturer) contributed 55% of profits; the mobile business contributed 25%; display panels (including screens supplied to Apple's iPhones) contributed 14%; and other consumer electronics (TVs, home appliances, etc.) accounted for only 3%. Samra emphasizes: "The profits from these businesses familiar to consumers are almost negligible."
  • Data support: Samsung has ranked fifth for four consecutive years in Interbrand's Global Brand Value ranking, behind only Apple, Microsoft, Google, and Amazon. Samsung Electronics' revenue accounts for roughly 11% of South Korea's GDP. This mismatch between brand status and profit source is key to understanding the company.
  • Future trend: Samra judges that the semiconductor business will account for an even higher share of profits in the future, as the mobile business has matured while the components business will continue to grow.

Theme 2: Competitive Landscape of the Memory Industry — “Scale + Capital Patience” Forge an Oligopoly

Samra points out that the essence of competition in the DRAM industry is a “capital endurance race.” Samsung, leveraging its family-controlled financial conservatism and scale advantages, has broken out from more than 10 players over 30 years to capture 43% market share.

  • Historical Context: In the 1980s, the third-generation leader K.H. Lee personally funded the acquisition of a memory semiconductor company, initiating decades of aggressive expansion. Having witnessed the original company's near-collapse due to weak finances, he embedded “financial conservatism” into Samsung’s DNA.
  • Industry Consolidation: The DRAM industry has shrunk from 10–11 players in the 1990s to three — Samsung (43%), SK Hynix (27%), and Micron (23%). The NAND market is more fragmented, with Samsung accounting for about one-third, followed by Kioxia (20%), Western Digital (13%), SK Hynix (18%), and Micron (10%).
  • Mechanism Breakdown: The core of technological leadership is “wafer shrinkage” — manufacturing smaller, more power-efficient, and higher-performance chips requires the latest lithography tools (e.g., ASML’s EUV, each costing $170 million, requiring four aircraft to transport). Samsung continued investing in next-generation manufacturing equipment during industry downturns, while competitors were forced to cut capital expenditures. Samra said: “K.H. Lee’s lesson is that you must have ample capital during industry downturns.”
  • Current Cycle Validation: In 2023, the price of 8Gb DRAM fell from approximately $3.25 to $1.70, and NAND from $0.71 to $0.39. SK Hynix and Micron suffered significant losses and cut capital spending, while Samsung, with its mobile phone business generating $10 billion in free cash flow per year and approximately $100 billion in net cash, continued to invest in EUV capacity.
  • Projection: Once the industry emerges from the trough, Samsung will leverage its more advanced process technology to achieve higher pricing and higher profit margins, simultaneously increasing market share and profitability.

Theme 3: The "Accidental" Origin of the Mobile Business and the Double-Edged Sword of Vertical Integration

Samra believes that Samsung's mobile business is an "accidental byproduct" of Google's Android ecosystem strategy, but this business is both a cash cow and may hinder the development of its foundry business.

  • Historical Contingency: Apple adopted the closed iOS ecosystem, developed its own chips, and commissioned TSMC for manufacturing. To promote its search engine, Google opened the Android system to third-party handset manufacturers. Leveraging its scale advantages in components such as memory, application processors, and displays, Samsung became the only manufacturer capable of mass-producing high-end Android phones.
  • Competitive Barriers: The profit pool for high-end phones is essentially shared by Apple and Samsung. Chinese handset manufacturers (e.g., Huawei, Xiaomi, OPPO) are almost unprofitable in the high-end market—if they paid the IP licensing fees for the technologies they use, they would actually incur losses. The reason is that chip manufacturing capacity at leading-edge process nodes is extremely scarce: the vast majority of TSMC's capacity is occupied by Apple, and vendors such as Google Pixel, if they want to expand high-end capacity, have only Samsung as an alternative.
  • Cash Cow Role: The mobile business generates roughly $10 billion in free cash flow annually, providing funding for semiconductor investments. Samra believes this business will remain stable—"whether it will grow is questionable, but it will persist."
  • Contradiction and Risk: Samsung is both a handset manufacturer (competing with Apple and Google) and a component supplier (providing displays, memory, etc., to competitors). If Apple were to entrust its application processor manufacturing to Samsung, it would be equivalent to "feeding the capacity of a competitor." Samsung's self-developed application processors also compete with Qualcomm. Samra admits: "If the foundry business has a future, exiting the mobile business might be wise. But it's hard to assess the overall trade-off—the mobile business drives the brand, and R&D may spill over into other areas."

Theme 4: Valuation — Underappreciated 'Normalized' Profits and Structural Discount

Samra believes that Samsung, excluding net cash, trades at about 7x pre-tax profit or 9x P/E. This valuation fails to reflect its market dominance and growth prospects, mainly due to the structural discount of the Korean market.

  • Valuation Framework: Samra uses a 'normalized profit' method — neither peak nor trough, but the mid-cycle level (about 85% of peak profit). Based on this, Samsung's valuation is far below where it should be. "We cannot find any other diversified multinational enterprise with similar dominance and growth potential trading below 10x P/E globally."
  • Growth Support: DRAM bit volume has grown at a 23% CAGR over the past 10 years, and NAND at 37% (due to replacing traditional hard drives). Future catalysts include: ChatGPT-like servers require 5x memory compared to standard servers; L5 autonomous driving vehicles require over 30x DRAM and 100x NAND; if AI edge computing becomes widespread, the replacement cycle of new-generation smartphones and PCs will simultaneously drive memory and end-device sales.
  • Reasons for Discount: The registration and trading process in the Korean market is complex (requires disclosure to regulators), hindering small investors from entering; Samsung is a family-controlled 'chaebol' enterprise with cross-shareholding and corporate governance issues; there is no ADR (American Depositary Receipt) trading. Samra believes that if ADR is introduced, the valuation could improve significantly. Recently, the Tokyo Stock Exchange's push for corporate governance reforms has prompted Korean politicians to follow suit.
  • Risk Warning: Technology risk (e.g., SK Hynix has taken the lead in high-bandwidth memory HBM, but Samsung's capacity will overtake in 2024); policy risk (China is developing its own semiconductors with government subsidies, but the US restricts ASML from selling EUV equipment to China, protecting Samsung's leading position in the short term).

Mentioned Positions

Position Guest View Key Data
Samsung Electronics Bullish 55% of profit from memory; 43% global DRAM share; mobile business generates $10B FCF annually; ~9x PE excluding net cash
SK Hynix Viewed as competitor 27% DRAM share; 18% NAND share; once led Samsung in HBM, but 2024 capacity will be overtaken
Micron Technology Viewed as competitor 23% DRAM share; 10% NAND share
TSMC Comparable company (foundry) Annual capex ~$25B (all for foundry); Samsung foundry annual capex ~$13B
NVIDIA Downstream customer, catalyst AI chip demand drives HBM memory demand; ChatGPT servers require 5x standard memory
Apple Both customer and competitor Samsung supplies screens for iPhones; self-developed chips commissioned to TSMC, not Samsung
Intel Competitor (foundry) World's third-largest semiconductor equipment buyer
ASML Key supplier Sole supplier of EUV lithography machines, $170M each; Samsung once helped capitalize it in exchange for priority supply

Judgments Worth Remembering

1. "Samsung's profits are not in the TVs and refrigerators you see, but in the screens and memory chips you don't see." (David Samra) — The consumer business contributes only 3% of profits, while semiconductor components contribute about 70%.

2. "Samsung's mobile phone business was an accidental byproduct of the Android ecosystem, not the result of strategic planning." (David Samra) — The combination of Google's open Android system and Samsung's component scale advantage gave rise to an unexpected high-end handset business.

3. "Samsung's moat is not scale itself, but the ability to invest counter-cyclically when the industry is at a trough." (David Samra) — Lee Kun-hee's lesson: in capital-intensive cyclical industries, financial conservatism provides the greatest competitive advantage. Samsung continued to invest in EUV during the 2023 industry downturn, while competitors were forced to cut capital expenditure.

4. "The DRAM industry consolidated from over 10 players to 3, and the survivors were not the ones with the best technology, but the ones with the most durable capital." (David Samra) — SK Hynix survived thanks to government bailouts, Micron relied on continuous rights offerings from shareholders, and Samsung relied on the financial patience of its family-controlled structure.

5. "Samsung's vertical integration is a double-edged sword: the mobile business is a cash cow, but it makes Apple and Qualcomm reluctant to entrust their core foundry business to it." (David Samra) — Competitor customers worry about "feeding a rival," which limits the customer pool for Samsung's foundry business.

6. "Two vertically integrated companies (Apple and Samsung) share the entire profit pool of the high-end handset market, because other manufacturers simply cannot find manufacturing capacity." (David Samra) — TSMC's leading-edge capacity is fully occupied by Apple, leaving competitors with no choice but Samsung, creating a structural barrier that is extremely high.

7. "The lesson of K.H. Lee can be generalized to any industry: having cash and the courage to invest during a crisis is the most reliable way to generate excess returns." (David Samra) — Analogy: Ryanair ordering new aircraft during the pandemic; UBS acquiring assets at a low price during the Credit Suisse crisis.

8. "If Samsung were to issue an ADR, its valuation would fundamentally change." (David Samra) — Complex registration procedures, corporate governance issues, and cross-shareholding structures in the Korean market lead to a structural discount; the success of Japan's corporate governance reform has inspired similar moves in Korean politics, serving as a potential catalyst.